Private Client Services’s iShares US Technology ETF IYW Stock Holding History

Private Client Services’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.16M	Sell	4,595 -177	-4%	-$40.7K	0.3%	70
2026 Q1	$866K	Buy	4,772 +23	+0.5%	+$4.45K	0.26%	70
2025 Q4	$948K	Buy	4,749 +173	+4%	+$34.6K	0.3%	66
2025 Q3	$896K	Buy	4,576 +369	+9%	+$67.5K	0.3%	69
2025 Q2	$729K	Buy	4,207 +438	+12%	+$66.4K	0.28%	81
2025 Q1	$529K	Buy	3,769 +426	+13%	+$66.4K	0.26%	82
2024 Q4	$533K	Buy	3,343 +320	+11%	+$50.6K	0.29%	78
2024 Q3	$458K	Buy	+3,023	New	+$445K	0.25%	85

Other funds holding IYW

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return